Jim Reyes - Crossroadscm.com

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Jim Reyes

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Jim Reyes, CSA, IAR
Independent Advisor

James A. Reyes has over 25 years of experience in the Insurance and Financial industry James has worked with retirees and those about to retire who want to protect their principal and ensure that their money lasts. He is well known for his expertise in income and retirement planning for the senior investor specializing in IRA planning, and protecting and shielding assets against market risk.

He guides his clients, helping them avoid critical mistakes made by most retirees, and have counseled thousands locally and throughout the United States in avoiding these pitfalls. His expertise has proven invaluable to his clients.

His unique planning and investment techniques are not only sought out by the senior investor, but by other advisors seeking to learn the most up-to-date planning techniques Mr. Reyes mentors other professionals, teaching them how to reduce financial risk, increase rates of returns, lower taxes avoid probate, and protect client assets from expensive nursing home costs.

With so many years of experience, knowledge, and dedication to serving the needs of seniors, Jim is the perfect advisor for those seeking solid counseling and Estate Planning needs.

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